+146.5%
ASX vs Z
-54.2%
+200.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +9.4% | -13.4% | -2.4% |
| 7D | -14.6% | +10.2% | -24.8% | -13.1% |
| 30D | -21.1% | +23.7% | -44.8% | -18.5% |
| 3M | -3.1% | -6.6% | +3.5% | -1.8% |
| 6M | +17.4% | -23.0% | +40.4% | +22.6% |
| YTD | +135.3% | -50.3% | +185.6% | +149.0% |
| 1Y | +146.5% | -53.6% | +200.1% | +163.7% |
| All | +146.5% | -54.2% | +200.7% | +163.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded Z wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling